AG
FIDU icon

Advisor Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Advisor Group’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.66M Sell
63,150
-7,912
-11% -$325K 0.02% 686
2019
Q3 		$2.83M Sell
71,062
-6,702
-9% -$264K 0.02% 623
2019
Q2 		$3.09M Buy
77,764
+32,207
+71% +$1.25M 0.02% 581
2019
Q1 		$1.74M Buy
45,557
+14,669
+47% +$541K 0.01% 772
2018
Q4 		$1.01M Buy
30,888
+10,165
+49% +$367K 0.01% 937
2018
Q3 		$832K Buy
20,723
+2,955
+17% +$116K 0.01% 1115
2018
Q2 		$658K Buy
17,768
+3,442
+24% +$131K 0.01% 1135
2018
Q1 		$542K Sell
14,326
-196
-1% -$7.69K 0.01% 1266
2017
Q4 		$562K Sell
14,522
-666
-4% -$24.9K 0.01% 1254
2017
Q3 		$554K Sell
15,188
-386
-2% -$13.6K 0.01% 1140
2017
Q2 		$542K Buy
15,574
+1,201
+8% +$41.1K 0.01% 1100
2017
Q1 		$482K Buy
14,373
+7,908
+122% +$263K 0.01% 1098
2016
Q4 		$209K Buy
6,465
+2,028
+46% +$63.1K ﹤0.01% 1512
2016
Q3 		$134K Buy
4,437
+731
+20% +$22K ﹤0.01% 1807
2016
Q2 		$107K Buy
+3,706
New +$106K ﹤0.01% 1886

Other funds holding FIDU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Advisor Group's FIDU Position: Q4 2019 in Review

Advisor Group reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 11% in Q4 2019, selling an estimated $325K and leaving 63,150 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #686.

Advisor Group first reported a position in FIDU in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.09M in Q2 2019. 95 funds tracked by Wall St. Rank hold FIDU as of Q4 2019.

  • Advisor Group held 63,150 shares of Fidelity MSCI Industrials Index ETF worth $2.66M as of Q4 2019.
  • Advisor Group sold 7,912 Fidelity MSCI Industrials Index ETF shares in Q4 2019, an estimated $325K.
  • Fidelity MSCI Industrials Index ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #686 holding.
  • Advisor Group first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Fidelity MSCI Industrials Index ETF position peaked at $3.09M in Q2 2019.
  • 95 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.